Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
Withdrawal of QE could cause 'considerable fallout'
US equities have been very much the place to be in the past ten years. They have been a supremely performing asset class, driving the outperformance of developed markets.
UK equity income continues to look relatively attractive in a world of low interest rates and low bond yields.
The threat of populism may have abated in Europe for now, but investors in the continent should not rest on their laurels, argues Chris Hiorns, manager of the EdenTree Amity European fund.
Implications for banks
Seeing stretched valuations in bonds
'Lynchpin' for global stability
Many indicators say it is 'time to start selling'
Set to benefit financials
Panic over EMs not matched by those on the ground
Model portfolio managers cut equities in Q1 amid political risk; Increasing exposure to UK property and absolute return
Barometer measures 97 UK portfolios
Reporting against UN sustainable development framework
Speaking at Artemis' investment roadshow
AstraZeneca is top holding at 7.4%
Owned 43% of the company
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Corporate backdrop favourable
Do not focus on short term
The casual observer of recent dividend trends in the UK may be forgiven for believing the income outlook has improved dramatically.
Managers from Investment Week's US Market Focus discuss the drivers and risks for the asset class.
Scientific breakthroughs the key driver